CATALYST INC (EIN 131992402) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

JENNIFER MCCOLLUM

Phone

2125147600

Tax Period

2023-09-01 to 2024-08-31

CATALYST INC, founded in 1962, is a mid-sized nonprofit in the Unknown sector that reported $17.8M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $24.0M exceeded revenue, resulting in a 35% operating deficit.

Mission

CATALYST IS THE LEADING NONPROFIT ORGANIZATION WITH A MISSION TO ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $12,641,769

Program Service Revenue $4,219,929

Investment Income $938,966

Other Revenue $-34,087

TOTAL REVENUE $17,766,577

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,604,877

Fundraising Expenses $3,005,498

Program Expenses $15,752,938

Other Expenses $8,393,706

TOTAL EXPENSES $23,998,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,766,577	$20,115,847	-0.1%
Expenses	$23,998,583	$26,901,980	-0.1%
Net Income	$-6,232,006	$-6,786,133	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

145

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,216,697

Total Directors

$625,515

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT BOURLA	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
BALKRISHAN KAIRA	DIRECTOR	1.00	Director	$0	$0	$0
BILLY GIFFORD	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
BRIAN CORNELL	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MOYNIHAN	DIRECTOR	1.00	Director	$0	$0	$0
CATHY ENGELBERT	DIRECTOR	1.00	Director	$0	$0	$0
DARA KHOSROWSHAHI	DIRECTOR	1.00	Director	$0	$0	$0
DARRYL WHITE	DIRECTOR	1.00	Director	$0	$0	$0
ELLIOTT PORTNOY	DIRECTOR	1.00	Director	$0	$0	$0
ENRIQUE HERNANDEZ JR	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
FEIKE SIJBESMA	DIRECTOR	1.00	Director	$0	$0	$0
GERALD LEMA	DIRECTOR	1.00	Director	$0	$0	$0
HAMDI ULUKAYA	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
ILHAM KADRI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES D TAICLET	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
JAMES QUINCEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE DIMON	DIRECTOR	1.00	Director	$0	$0	$0
JANET FOUTTY	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
JENNIFER MCCOLLUM	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNY JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
JIM FITTERLING	DIRECTOR	1.00	Director	$0	$0	$0
JOHN Q DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
JON R MOELLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSH WEINSTEIN	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
JULIE BOLAND	DIRECTOR	1.00	Director	$0	$0	$0
JULIE SWEET	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WARDEN	CHAIR	1.00	Officer Director	$0	$0	$0
KIRT WALKER	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN PECK	DIRECTOR	1.00	Director	$0	$0	$0
LINDA L ADDISON	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
LORRAINE HARITON	PRESIDENT & CEO (OUTGOING)	35.00	Officer Director	$558,775	$66,740	$625,515
LYNN MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
MARGO GEORGIADIS	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
MARY B CRANSTON ESQ	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
MARY BETH HOGAN ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL D HSU	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL K WIRTH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL S DELL	DIRECTOR	1.00	Director	$0	$0	$0
PAUL HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL KNOPP	DIRECTOR	1.00	Director	$0	$0	$0
PENNY PENNINGTON	DIRECTOR	1.00	Director	$0	$0	$0
REVATHI ADVAITHI	DIRECTOR	1.00	Director	$0	$0	$0
ROB DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
SARA ARMBRUSTER	DIRECTOR	1.00	Director	$0	$0	$0
SHELLYE ARCHAMBEAU	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE BELLON	DIRECTOR	1.00	Director	$0	$0	$0
STACY JANIAK	DIRECTOR	1.00	Director	$0	$0	$0
TIGER TYAGARAJAN	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
TONI TOWNES-WHITNEY	DIRECTOR	1.00	Director	$0	$0	$0
EMILY ZUCKERMAN	GENERAL COUNSEL, CCO	35.00	Officer	$214,885	$23,160	$238,045
HEATHER FOUST CUMMINGS	CHIEF RESEARCH & DEVELOPMENT OFFICER	35.00	Officer	$255,867	$27,077	$282,944
JULIE WIEDENHEFT	SVP, GLOBAL MARKETING	35.00	Officer	$211,131	$61,297	$272,428
LEELA WILSON	CHIEF REVENUE OFFICER	35.00	Officer	$284,140	$76,201	$360,341
STACEY BAIN	CHIEF OPERATING OFFICER	35.00	Officer	$341,672	$95,752	$437,424
ELISA I LEARY	SVP, PEOPLE & CULTURE	35.00	Highest	$235,018	$21,878	$256,896
JAMES MBASSA	VP, INFORMATION TECHNOLOGY	35.00	Highest	$201,881	$49,196	$251,077
MEGAN ELLINGHAUS	DEPUTY GENERAL COUNSEL	35.00	Highest	$176,148	$17,215	$193,363
NICOLE JACKSON	HEAD OF DIGITAL TRANSFORMATION	35.00	Highest	$217,689	$45,961	$263,650
NICOLE M MASON	VICE PRESIDENT, MARKETING	35.00	Highest	$184,177	$20,878	$205,055

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$17,766,577	$23,998,583	$46,143,807	$-6,232,006
2023	$20,115,847	$26,901,980	$50,063,121	$-6,786,133
2022	$21,947,907	$22,605,203	$51,330,663	$-657,296
2021	$22,153,415	$19,718,992	$56,172,197	$2,434,423
2020	$27,245,399	$20,785,309	$54,920,286	$6,460,090
2019	$29,826,959	$16,450,139	$41,612,800	$13,376,820
2018	$14,405,422	$14,424,196	$27,693,095	$-18,774

CATALYST INC